Dara (and TK) doesn't get enough credit for Uber being a $150B market cap company today.

Impossible to know, but I wonder if most of the early Uber employees sold most of their stock in the first few years (esp. since founder no longer involved).

Dara (and TK) doesn't get enough credit for Uber being a $150B market cap company today.

Impossible to know, but I wonder if most of the early Uber employees sold most of their stock in the first few years (esp. since founder no longer involved).

https://twitter.com/emilmichael/status/1782914669587435603

I feel like insiders are even more disillusioned after seeing how the sausage is made so they cash out any time the number seems like enough. 

Can’t say I would have predicted their current success.

you probably don’t think about liquidity enough // it is what it is  // build value, not valuation

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DK has a very strong history of running  this exact same playbook in the travel industry. That’s partially why they picked him.